See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,977 | $99,640-41.8% | $86,436-32.9% | $134,475-56.9% |
| Participation rate | 82.4% | 82.0%+0.3pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.74% | 6782.58%-6799.3pp | 4394.89%-4411.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,011 | $4,400-31.6% | $3,769-20.1% | $4,740-36.5% |
| Participant deferral / active EE | $3,984 | $7,246-45.0% | $6,952-42.7% | $6,400-37.8% |
| Admin fee / account holder | $4,032 | $8,371-51.8% | $6,731-40.1% | $11,426-64.7% |